ISHARES TR's ticker is IFRA and the CUSIP is 46435U713. A total of 89 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $962,383 | -8.9% | 26,302 | -2.7% | 0.00% | 0.0% |
| Q2 2023 | $1,055,934 | -0.1% | 27,020 | -4.6% | 0.00% | -20.0% |
| Q1 2023 | $1,056,813 | +27.4% | 28,318 | +23.7% | 0.01% | +25.0% |
| Q4 2022 | $829,791 | +13.8% | 22,884 | +1.2% | 0.00% | 0.0% |
| Q3 2022 | $729,000 | -5.2% | 22,613 | +0.1% | 0.00% | -20.0% |
| Q2 2022 | $769,000 | -8.8% | 22,599 | +4.4% | 0.01% | 0.0% |
| Q1 2022 | $843,000 | +69.3% | 21,637 | +66.0% | 0.01% | +66.7% |
| Q4 2021 | $498,000 | +13.7% | 13,032 | +1.4% | 0.00% | -25.0% |
| Q3 2021 | $438,000 | +544.1% | 12,849 | +565.4% | 0.00% | +300.0% |
| Q2 2021 | $68,000 | +1.5% | 1,931 | +0.3% | 0.00% | 0.0% |
| Q1 2021 | $67,000 | – | 1,926 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Laurel Wealth Planning LLC | 205,418 | $7,516 | 5.85% |
| Shira Ridge Wealth Management | 113,587 | $4,156,148 | 2.73% |
| Advocacy Wealth Management Services, LLC | 643,566 | $23,548,080 | 2.62% |
| Wharton Business Group, LLC | 1,068,950 | $39,113 | 2.17% |
| PATTON ALBERTSON MILLER GROUP, LLC | 258,560 | $9,460,713 | 1.86% |
| Trinity Wealth Management, LLC | 67,943 | $2,486,034 | 1.54% |
| Buttonwood Financial Group, LLC | 49,603 | $1,725,197 | 1.26% |
| Financial Partners Group, Inc | 170,384 | $6,070,789 | 1.25% |
| Brio Consultants, LLC | 166,239 | $6,082,675 | 1.14% |
| Spectrum Planning & Advisory Services Inc. | 17,742 | $649,194 | 1.02% |